SW
CPSM

Simplicity Wealth’s Calamos S&P 500 Structured Alt Protection ETF - May CPSM Stock Holding History

Simplicity Wealth’s Portfolio CPSM Stock Details CPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-72,000
Closed -$2.01M – 746
2025
Q2 		$2.01M Buy
+72,000
New +$1.96M 0.08% 216

Other funds holding CPSM

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $155M AUM 17.72% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Simplicity Wealth's CPSM Position: Q3 2025 in Review

Simplicity Wealth sold out of Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) in Q3 2025, closing a stake of 72,000 shares — an estimated $2.01M sold.

Simplicity Wealth first reported a position in CPSM in Q2 2025 and held it in 1 quarter. The position peaked at $2.01M in Q2 2025. 26 funds tracked by Wall St. Rank hold CPSM as of Q3 2025.

  • Simplicity Wealth reported no remaining Calamos S&P 500 Structured Alt Protection ETF - May position as of Q3 2025 after selling out during the quarter.
  • Simplicity Wealth sold 72,000 Calamos S&P 500 Structured Alt Protection ETF - May shares in Q3 2025, an estimated $2.01M.
  • Simplicity Wealth first reported a position in Calamos S&P 500 Structured Alt Protection ETF - May in Q2 2025 and held it in 1 quarter.
  • Simplicity Wealth's Calamos S&P 500 Structured Alt Protection ETF - May position peaked at $2.01M in Q2 2025.
  • 26 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - May as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.